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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
115 W. Broad St, Chesaning, MI 48616 • United States
8235 Holly Rd., Ste 4, Grand Blanc, MI 48439-2442 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Chesaning | MI | 01/1999 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Chesaning | MI | 04/1999 | 07/2021 |
| Chesaning Union Schools | Chesaning | MI | 05/2009 | Present |
| Mmb Associates Llc | Chesaning | MI | 02/2014 | Present |
| Lpl Financial, Llc | Chesaning | MI | 07/2021 | Present |
1- 09/23/2021 - Exclusive Insurance Brokerage and Crump - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 09/23/2021 2- 11/22/2021 / DBA for LPL Business (entity for LPL business) / MMB Advisors / Investment Related / CHESANING, Michigan 3-11/22/2021 / Business Owner / 10 HR MNTH / Non-Investment Related / Chesaning, MI 48616 4- 11/22/2021 / MMB Associates LLC / Business Entity For Tax/Investment Purposes Only / Non-Investment Related / Chesaning, MI 48616 5- 08/15/2023 - associates of clifton park - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/17/2023 - 5 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
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